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Jonathan Albrethsen

B.O.S.S. Retirement Advisors, LLC

Lehi, UT

CRD 7798864

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Employer firm

B.o.s.s. Retirement Advisors, LLC CRD 171143

$1.38B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
B.O.S.S. Retirement Advisors, Llc

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-02-07
  • UT RA
    APPROVED
    Since 2025-02-07

Branch Locations

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securitymetrics Orem UT 07/2016 08/2018
Express Employment Professionals Orem UT 09/2018 12/2018
Student At Byu-I Rexburg ID 01/2019 07/2023
Ha Wealth Advisors Cedar City UT 05/2023 12/2024
Ha Wealth Advisors Inc. Lehi UT 06/2023 12/2024
B.O.S.S. Retirement Solutions, Llc Lehi UT 02/2025 Present
B.O.S.S. Retirement Advisors, Llc Lehi UT 02/2024 Present
  • 07/2016 → 08/2018
    Securitymetrics
    Orem, UT
  • 09/2018 → 12/2018
    Express Employment Professionals
    Orem, UT
  • 01/2019 → 07/2023
    Student At Byu-I
    Rexburg, ID
  • 05/2023 → 12/2024
    Ha Wealth Advisors
    Cedar City, UT
  • 06/2023 → 12/2024
    Ha Wealth Advisors Inc.
    Lehi, UT
  • 02/2025 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 02/2024 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-23
Other Names
  • Jonathan Jacob Albrethsen

View on SEC IAPD

Nearby Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN

Nearby Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT

More in Lehi, UT

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